Redefining Marketing Strategies for Financial Services with Kelly Waltrich

Marketing for financial services has come a long way, with new technologies and changing consumer preferences driving the industry to evolve and adapt. However, as the financial landscape continues to shift and new challenges arise, it's becoming clear that traditional marketing strategies are no longer enough to reach and engage consumers.

In this episode, Ryan and George talk with Kelly Waltrich, CEO and Co-Founder of Intention.ly. For over 15 years, Kelly has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization's growth and overall success than a well-run marketing and communications team.

A brand builder and champion for modern marketing, Kelly talks with Ryan and George about the marketing mistakes financial services make, what it takes to achieve great marketing results, and how she helps advisors build unmatched marketing strategies and brand visibility.

Key Takeaways